Capital Group Retirement Plan Services is a firm that provides investment management, administrative support, fiduciary trustee, commercial bank, and third party administration to nonprofit clients. They primarily provide their services regionally, with most clients in New York (although they are present in other states as well).
Most Capital Group Retirement Plan Services clients are outpatient health care practitioners and facilities and individual and family services with revenues ranging from $13 million to $102 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Global Refuge (LIRS) | 501(c)(3) | Baltimore, MD | ||
| 2 | America Votes | 501(c)(4) | Washington, DC | ||
| 3 | Gay and Lesbian Alliance Against Defamation (GLAAD) | 501(c)(3) | New York, NY | ||
| 4 | Growing Up Green Charter Schools | 501(c)(3) | Jamaica, NY | ||
| 5 | Stephen Gaynor School | 501(c)(3) | New York, NY | ||
| 6 | Coney Island Preparatory Public Charter School | 501(c)(3) | Brooklyn, NY | ||
| 7 | Facing History and Ourselves | 501(c)(3) | Boston, MA | ||
| 8 | Hollenbeck Palms | 501(c)(3) | Los Angeles, CA | ||
| 9 | Democracy Prep Public Schools | 501(c)(3) | New York, NY | ||
| 10 | Child Development Associates | 501(c)(3) | Bonita, CA | ||
| ... | and 60 more Capital Group Retirement Plan Services not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Capital Group Retirement Plan Services in the nonprofit sector include Newport Trust Company, Comerica Bank, TD Ameritrade Trust Company, Planpilot, LLC, Regions Bank, RBC Wealth Management, Principal Financial Group, Ubs Financial Services Inc, Sei Investments, and Charles Schwab Bank.
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